Recent Episodes

June 27, 2025

E286: Deals Don’t Fail on Paper—They Fail in People

Watch Here: https://youtu.be/xEx9d94kzI0 About the Guest: David Miller is a seasoned dealmaker with an unusually diverse portfolio. From growing a finance firm in the depths of the 2008 crisis to diving headfirst into cannabis cultivation, clean...

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June 20, 2025

E285: How to Sell a Business in Puerto Rico (Without Losing Your Mind or Millions)

Watch here: https://youtu.be/ru4JXKUa180 About the Guest: Francisco Uriarte is Managing Partner at Connelly Capital, a Puerto Rico-based M&A advisory firm. With over 60 transactions completed and $800 million in closed deals, Uriarte combines...

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June 13, 2025

E284: Breathwork, Business, and Big Exits: How Monica Garcia Uses Calm to Crush M&A

Watch Here: https://youtu.be/Vc2Xhcablro About the Guest: Monica Garcia Duggal is an investment banker turned entrepreneur, financial consultant, and breathwork evangelist. With decades of experience spanning institutional finance, entrepreneurship,...

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June 6, 2025

E283: Callum on Building Trust, Board Power, and the Agglomeration Exit Strategy for Entrepreneurs

About the Guest: Callum Laing is not your average M&A expert. A serial entrepreneur and the author of four books (Agglomerate, Progressive Partnerships, Boardroom Blueprint, and Entrepreneurial Investing), Laing is also the founder of Unity Group,...

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May 30, 2025

E282: How to Build a Sellable Business: Profit-First Marketing & Exit Strategy with Andy Seeley

Watch Here: https://youtu.be/8WBIPpmXVVY About the Guest: Andy is the CEO and co-founder of Creatively Disruptive—a “revenue growth agency” that helps small businesses scale sustainably. His background is as varied as it is inspiring: from rugby...

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May 2, 2025

E279: 94% of Buyers Never Close—Here’s Why the Best Deals Go to the Ones Who Don’t Pay the Most

Watch Here: https://youtu.be/JAnrssj-v2g About the Guest:  John Martinka is a veteran dealmaker who has spent nearly 30 years helping executives exit corporate life by buying businesses—and helping business owners exit with style and grace. Based in...

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April 26, 2025

E278: Buyer Beware: Jed Morris Exposes the Hard Truths Behind Business Acquisitions

Watch: https://youtu.be/I8AUgv479HA About the Guest:  Jed Morris Jed Morris is the Managing Partner of Sunset Coast Partners, an independent sponsor firm focused on acquiring defense contractors. A former Air Force veteran and Microsoft engineer,...

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April 18, 2025

E277: Most Marketing Teams Get Axed After a Sale - Here's How to Make Yours Unkillable

Watch here: https://youtu.be/BbypHaRpOtA About the Guest:  Victoria Hajjar is the founder of Ugli Ventures and a marketing strategist with deep experience building brands from the inside out. With a background that spans A&E, real estate...

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Recent Blog Posts

July 1, 2025

Deals Don’t Fail on Paper—They Fail in People

E286: Deals Don’t Fail on Paper—They Fail in People - Watch here  About the Guest: David Miller is a seasoned dealmaker with an unusually diverse portfolio. From growing a finance firm in the depths of the 2008 crisis to diving …

Read the Blog Post
June 23, 2025

How to Sell a Business in Puerto Rico (Without Losing Your Mind or Mi…

E285: How to Sell a Business in Puerto Rico (Without Losing Your Mind or Millions) - Watch Here About the Guest: Francisco Uriarte is Managing Partner at Connelly Capital, a Puerto Rico-based M&A advisory firm. With over 60 transactions comp…

Read the Blog Post
June 16, 2025

Breathwork, Business, and Big Exits: How Monica Garcia Uses Calm to C…

E284: Breathwork, Business, and Big Exits: How Monica Garcia Uses Calm to Crush M&A - Watch Here About the Guest: Monica Garcia Dugal is an investment banker turned entrepreneur, financial consultant, and breathwork evangelist. With decades …

Read the Blog Post

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Women of M&A🧡

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Della K-CPA | Oct. 29, 2023

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Quest For Adventure 365 | April 3, 2024